Miguel Rios Amurrio
TQM Wealth Partners · Marblehead, Massachusetts
Miguel Rios Amurrio is a fee-only financial advisor at TQM Wealth Partners in Marblehead, Massachusetts, who holds the CFP credential. Miguel focuses on equity compensation, founders (pre-exit) and estate & legacy planning. TQM Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- High earners
- Pre-retirees
- Multi-generational families
- Divorced individuals
Facts
| Firm | TQM Wealth Partners |
|---|---|
| Based in | Marblehead, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $123.7M across 220 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MA, NY · CRD 7375891 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.tqmwealthpartners.com |
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Questions about Miguel
Is Miguel Rios Amurrio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miguel holds no broker registration, and TQM Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Miguel charge for financial advice?
Miguel's firm, TQM Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Miguel Rios Amurrio based?
Miguel Rios Amurrio is based in Marblehead, Massachusetts.
What does Miguel specialize in?
Miguel's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning and family wealth transfer. Miguel works with founders, executives, high earners, pre-retirees and multi-generational families.
What credentials does Miguel Rios Amurrio hold?
Miguel Rios Amurrio holds the CFP credential.
Is Miguel Rios Amurrio registered with the SEC?
Yes. Miguel Rios Amurrio is registered as an investment adviser representative in FL, MA and NY (CRD 7375891), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TQM Wealth Partners manage?
TQM Wealth Partners reports $123.7M across 220 accounts in assets under management.
How do I contact Miguel Rios Amurrio?
Through Miguel's website, www.tqmwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TQM Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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